by cjr_qavamerica | Aug 27, 2026 | America, Investing Podcast, Podcast Episodes, QAVUS, US Episode
This week we dive into a Pulled Pork on Crescent Energy (CRGY), a US onshore oil and gas roll-up play with KKR pulling the strings behind the scenes, and a compensation structure that would make Charlie Munger raise an eyebrow. We also run through portfolio updates,...
by cjr_qavamerica | Aug 24, 2026 | Blog, Light
Happy Monday, QAV America. And welcome to all of our new members. Market Last Week (S&P 500) The S&P 500 posted its first weekly loss since late July, closing Friday at around 7,674, down roughly 1.5% for the week: Surging Treasury yields and inflation fears...
by cjr_qavamerica | Aug 24, 2026 | Blog, Weekly Scorecards
This section is for QAV Club Members only. Register for your 14-day free QAV Club trial here. If you're already a QAV Club member and seeing this message, please login via the top menu. If you're a QAV Light member who wants to upgrade to QAV Club, go to your Account...
by cjr_qavamerica | Aug 21, 2026 | Blog, Light
Happy Friday, QAV America. We have something to sell. Details below. cheers Cameron SELLS This section is for QAV Club Members only. Register for your 14-day free QAV Club trial here. If you're already a QAV Club member and seeing this message, please login via...
by cjr_qavamerica | Aug 20, 2026 | America, Investing Podcast, Podcast Episodes, QAVUS, US Episode
This week we dig into Slide Insurance Holdings (SLDE), a Florida home insurer that went from zero customers to half a million policies in a few years, and is somehow posting combined ratios that make every other insurer in the state look asleep at the wheel. We also...
